Can MRVL's AI Infrastructure Growth Outpace Its Margin Pressure?

The whipping post

Marvell Technology MRVL has been an important benefactor of AI infrastructure capex buildout. Marvell Technology has been transforming itself into a key contributor to the connectivity hardware solutions for AI infrastructure and data centers. Marvell Technology now expects its interconnect business to grow more than 70% year over year in fiscal 2027, supported by scale-out … Read more